 | |
Jana Partners13F | |
| JANA PARTNERS LLC | |
| Last update 2025-07-02 | 10 Stocks (1 new) |
| Value $1.94 Bil | Turnover 14 % |
Jana Partners Investing Philosophy
Jana follows a value-oriented, event-driven strategy. It applies a fundamental value discipline to identify undervalued companies that have one or more specific catalysts to unlock value. In certain cases, Jana can be the instrument for value creation by becoming an actively engaged shareholder. Jana invests both long and short and across the capital structure, including equity and debt.
Jana Partners Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LW | Lamb Weston Holdings Inc | 7,985,426 | 425,623.2 | +11.98% | 21.980 | +2.35% | 5.660 | -7.86% | -25.71% | 6,914.7 | Consumer Packaged Goods | |
SPY | SPDR S&P 500 ETF Trust | 540,353 | 302,268.1 | +25.88% | 15.610 | +3.21% | 0.050 | +19.57% | +7.72% | 643,289.7 | ||
MRCY | Mercury Systems Inc | 6,941,565 | 299,112.0 | 0% | 15.450 | 0% | 11.620 | +7.78% | +23.07% | 3,088.7 | Aerospace & Defense | |
MKL | Markel Group Inc | 156,022 | 291,700.3 | +43.24% | 15.060 | +4.55% | 1.230 | +14.89% | +17.70% | 25,772.7 | Insurance | |
TRMB | Trimble Inc | 3,945,227 | 259,004.1 | -5.57% | 13.370 | -0.81% | 1.650 | +40.89% | +16.11% | 19,573.7 | Hardware | |
THS | Treehouse Foods Inc | 4,910,950 | 133,037.6 | 0% | 6.870 | 0% | 9.720 | -9.46% | -43.04% | 1,010.5 | Consumer Packaged Goods | |
RPD | Rapid7 Inc | 4,106,056 | 108,851.6 | +11.27% | 5.620 | +0.57% | 6.390 | -1.11% | -44.54% | 1,433.2 | Software | |
FRPT | Freshpet Inc | 734,763 | 61,110.2 | New Holding | 3.160 | +3.16% | 1.510 | -8.70% | -52.18% | 3,454.4 | Consumer Packaged Goods | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 496,895 | 37,108.1 | 0% | 1.920 | 0% | 0.090 | +8.24% | +0.51% | 42,205.0 | Software | |
EHAB | Enhabit Inc | 2,137,145 | 18,785.5 | 0% | 0.970 | 0% | 4.220 | -12.11% | -13.57% | 341.8 | Healthcare Providers & Services |
Jana Partners's Historical Top Holdings Breakdowns
Jana Partners's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MKL | Markel Group Inc | 2025-03-31 | Add Add | +4.55% | 1660.14 ($1839.75) 2059.83 | $2,031.80 | 10.44% | Add 43.24% | 156,022 | 47,096 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +3.21% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 25.88% | 540,353 | 111,090 | |
FRPT | Freshpet Inc | 2025-03-31 | New Buy New Buy | +3.16% | 83.17 ($122.36) 162.59 | $70.82 | -42.12% | New holding | 734,763 | 734,763 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Add Add | +2.35% | 48.65 ($56.64) 66.04 | $49.00 | -13.49% | Add 11.98% | 7,985,426 | 854,087 | |
WOLF | Wolfspeed Inc | 2025-03-31 | Sold Out Sold Out | -1.63% | 2.59 ($5.85) 7.48 | $1.53 | -73.85% | Sold Out | 0 | -4,988,216 | |
TRMB | Trimble Inc | 2025-03-31 | Reduce Reduce | -0.81% | 65.52 ($71.89) 77.49 | $82.04 | 14.12% | Reduce -5.57% | 3,945,227 | -232,861 | |
RPD | Rapid7 Inc | 2025-03-31 | Add Add | +0.57% | 26.51 ($34) 39.81 | $22.31 | -34.38% | Add 11.27% | 4,106,056 | 415,927 | |
LW | Lamb Weston Holdings Inc | 2024-12-31 | Add Add | +11.85% | 62.09 ($74.76) 82.32 | $49.00 | -34.46% | Add 102.21% | 7,131,339 | 3,604,585 | |
MKL | Markel Group Inc | 2024-12-31 | New Buy New Buy | +9.25% | 1542.01 ($1660.71) 1785.11 | $2,031.80 | 22.35% | New holding | 108,926 | 108,926 | |
FYBR | Frontier Communications Parent Inc | 2024-12-31 | Sold Out Sold Out | -7.21% | 34.15 ($35.06) 36.15 | $36.95 | 5.39% | Sold Out | 0 | -3,910,213 |
Jana Partners Total Holding History ($B)
Jana Partners's Asset Allocation
Jana Partners Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Jana Partners's Hypothetical Growth since 2025-03-31
Jana Partners's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jana Partners's Holdings Heat Map
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Jana Partners's Holdings Bubble Chart
Jana Partners News
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